Advisor at Adirondack Financial Services Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Adirondack Financial Services Corp
Location
Utica, NY 13501
Credentials
CFP®, Series 63
Industry experience
34 years
Frances Parent is a CFP® with 34 years of industry experience, currently with Adirondack Financial Services Corp. She has held roles at Hazard & Siegel Inc. and has longstanding involvement with Greenleaf Contracting, Inc. and the Sagamore Institute. Outside of finance, she owns Blue Line Coffee House in Inlet and Old Forge, NY. Adirondack Financial Services provides investment advisory and portfolio management services to individual and institutional clients, employing a client-specific investment process that integrates quantitative screening with qualitative manager and security review. The firm manages approximately $412 million in assets across nearly 600 clients.
Based on Adirondack Financial Services Corp
Based on Adirondack Financial Services Corp
$0 - $1,000,000: 1% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.65%
Fee-only: Fee for service; no commissions earned by Investment Advisor Representatives.
185 Genesee Street, Suite 210
Utica, NY 13501
New York
Hazard & Siegel Inc
2016 - Present (10 years)
Greenleaf Contracting, Inc.
2003 - Present (23 years)
Sagamore Institute
1991 - Present (35 years)
Finders Keepers
1985 - Present (41 years)
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Other specialized services
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